Wealth Forward LLC’s US Bancorp USB Stock Holding History

Wealth Forward LLC’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.93M	Hold	33,482	–	–	0.88%	22
2026 Q2	$2.02M	Sell	33,482 -2,483	-7%	-$139K	1.01%	17
2026 Q1	$1.87M	Hold	35,965	–	–	1.06%	17
2025 Q4	$1.92M	Hold	35,965	–	–	1.08%	17
2025 Q3	$1.74M	Hold	35,965	–	–	1.01%	17
2025 Q2	$1.63M	Hold	35,965	–	–	1.09%	14
2025 Q1	$1.52M	Sell	35,965 -2	-0%	-$92	1.08%	14
2024 Q4	$1.72M	Hold	35,967	–	–	1.21%	14
2024 Q3	$1.64M	Sell	35,967 -48	-0.1%	-$2.1K	1.15%	14
2024 Q2	$1.43M	Buy	36,015 +2	+0%	+$82	1.12%	13
2024 Q1	$1.61M	Hold	36,013	–	–	1.27%	12
2023 Q4	$1.56M	Buy	+36,013	New	+$1.32M	1.32%	12

Other funds holding USB

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Wealth Forward LLC's USB Position: Q3 2026 in Review

Wealth Forward LLC held its US Bancorp (USB) position steady in Q3 2026 at 33,482 shares worth $1.93M. The position accounts for 0.88% of the portfolio, ranked #22.

Wealth Forward LLC first reported a position in USB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.02M in Q2 2026. 632 funds tracked by Wall St. Rank hold USB as of Q3 2026.

Wealth Forward LLC held 33,482 shares of US Bancorp worth $1.93M as of Q3 2026.
Wealth Forward LLC left its US Bancorp share count unchanged in Q3 2026.
US Bancorp made up 0.88% of Wealth Forward LLC's portfolio in Q3 2026, its #22 holding.
Wealth Forward LLC first reported a position in US Bancorp in Q4 2023 and has held it in 12 quarters since.
Wealth Forward LLC's US Bancorp position peaked at $2.02M in Q2 2026.
632 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.